Ideas & Enhancements

3 Vote

Remove the conflict check on phone types, specifically for "Mobile"

You can't have two phone numbers underneath the same type in the party screen. The work around is to use the flexible naming and call them Mobile1, Mobile2, Cell, Cellular...etc. This has presented issues in reporting if a contact has multiple mob...

Created 07 May 15:05

General

0
2 Vote

Allow Customization of List Providers Pane

Currently, inside of Neos, the List Provider Usages pane is static and allows for zero customization. In some instances, the firm may wish to have the case id or other information about the usage of the provider on that case. It would be extremely...

Created 09 Mar 16:18

General

0
2 Vote

Neos - Change Notes Spacing to Single-Spaced

Neos - Change Notes Spacing to Single-Spaced - it is currently double spaced

Created 09 Mar 15:21

General

0
2 Vote

Birthday data merge

The new Needles 5 does not allow us to sync client birthdays by the date it comes up alphabetical. We send cards and it would be easier if it did like before and showed up numerically.

Created 08 Mar 15:50

General

0
3 Vote

Search value is cleared when changing Search By

I will frequently search by phone or some other "Search By" criteria other than Name/AKA and forget that I am, for example, on phone. I will enter a value and then realize that I also need to change the Search By criteria. Changing the Search By c...

Created 30 Apr 15:29

General / Search

1
2 Vote

User would like be able to an run an inventory report of all case for specific staff

We tried a couple different reports as in case listing staff assigned but she wants to see all cases from the old needles for a specific staff where they aren't primary in all cases.

Created 03 Mar 17:35

General

0
2 Vote

Neos - QB Integrator - Sorting order of the integrator does not transfer to QB

Sorting order of the integrator does not transfer to QuickBooks in the same order

Created 26 Feb 21:39

General

0 Already exists
2 Vote

CSV import of time entries

We would like to be able to import time entries from a CSV file into NEOS to go to each matter.

Created 25 Feb 16:42

General

0
2 Vote

User would like to be able to deleted inactive items from mini directories

On tagging events she says that they still come up the inactive items. She would like to have the able to delete them from the system

Created 24 Feb 21:28

General

0
2 Vote

Mandatory Field Options

It would be great if we could mandate certain fields to be filled in. For data integrity and report purposes, we need certain fields to always be filled in on all case types and often f/u monthly to update these fields. If they were mandatory this...

Created 22 Feb 19:19

General

0